Retroactively Attribute Referrals & Unlock Rewards

You can now retroactively attribute a referral to an advocate by editing a subscriber’s profile — and unlock eligible rewards automatically, even if the qualifying activity (e.g., a purchase) occurred before the referral relationship was created.

This feature eliminates the need for manual back-end adjustments when advocates claim referrals after the subscriber has already completed the relevant activity.

When to Use This Feature

Use this feature when:

• A subscriber originally joined or purchased organically

• An advocate later claims they referred that subscriber

• The transaction already exists in the system

• You want eligible advocate rewards to be unlocked correctly

How It Works

The system evaluates historical transactions and referral conditions when a referral relationship is created retroactively.

If any activated rewards meet the conditions of the new relationship, you’ll be prompted to unlock or cancel those rewards.

Step 1: Retroactively Attribute a Referral

1. Go to the organic subscriber’s profile that should be converted into a referral

2. In the Campaign Info section, click the three-dot menu and select Edit Info

3. Enter the advocate’s referral code in the Advocate field

4. Select the appropriate referral status

5. Click Save

Step 2: Reward Evaluation & Unlock Popup

1. After saving the updated subscriber details, the system automatically checks whether any activated rewards meet the conditions of the new referral relationship, including historical transactions.

2. If eligible rewards are found, a popup appears showing the list of rewards, with options to:

   1. Unlock reward → Makes the reward available to the subscriber

   2. Cancel reward → Discards the reward

NOTE: Canceled rewards will not appear in the subscriber’s profile or the advocate’s dashboard